Financial Planning Administrator Epsom / Ewell, Surrey, £30,000 - £40,000 Basic

£30,000 - £40,000 Basic Salary + Equity Stake + BenefitsBoutique Wealth Management Firm Direct Mentorship from Managing Director Route to Paraplanning or Senior AdministrationA rare opportunity has arisen to join a highly regarded boutique wealth management firm based in Epsom. With an established reputation built over many years, this independent financial planning business provides holistic, whole-of-market advice to a loyal and affluent client base including City professionals, business owners, families, retirees and individuals from the creative industries.Many of their clients hold investable assets exceeding £1 million and receive a highly personalised service. Due to continued growth, they are now seeking a Financial Planning Administrator to work directly alongside the Managing Director, becoming an integral part of the client journey and wider business.This is an excellent opportunity for an experienced Financial Services Administrator looking to take ownership of client relationships, broaden their technical knowledge and potentially progress into paraplanning over time.The OpportunityWorking on a one-to-one basis with the Managing Director, you will support approximately 120 clients with portfolios ranging from £300,000 to £2.5 million. You will become the primary point of contact for many clients and play a key role in ensuring a first-class service experience.Your responsibilities will include:• Managing end-to-end financial planning administration • Processing ..... full job details .....